Asset Allocation

As of September 30, 2025.
Type % Net
Cash -1.00%
Stock 98.02%
Bond 1.09%
Convertible 0.00%
Preferred 0.00%
Other 1.89%
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Market Capitalization

As of September 30, 2025
Large 0.86%
Mid 1.32%
Small 97.82%
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Region Exposure

% Developed Markets: 98.28%    % Emerging Markets: 0.83%    % Unidentified Markets: 0.89%

Americas 96.37%
93.64%
Canada 0.26%
United States 93.38%
2.73%
Colombia 0.06%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.03%
United Kingdom 0.88%
0.99%
Belgium 0.01%
France 0.07%
Ireland 0.36%
Italy 0.02%
Sweden 0.00%
Switzerland 0.37%
0.00%
0.15%
Israel 0.15%
Greater Asia 0.71%
Japan 0.00%
0.00%
0.15%
Singapore 0.15%
0.56%
India 0.10%
Thailand 0.46%
Unidentified Region 0.89%

Stock Sector Exposure

Cyclical
36.97%
Materials
4.16%
Consumer Discretionary
9.75%
Financials
17.68%
Real Estate
5.38%
Sensitive
40.08%
Communication Services
2.73%
Energy
4.75%
Industrials
17.34%
Information Technology
15.26%
Defensive
20.86%
Consumer Staples
1.96%
Health Care
15.68%
Utilities
3.21%
Not Classified
2.08%
Non Classified Equity
0.33%
Not Classified - Non Equity
1.75%
As of September 30, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available